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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY DW INC Service code 49 · EIN 94-1671384 | Other Services | $24,609 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $21,207 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,910 | $47,977-43.9% | $154,108-82.5% | $56,289-52.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -4.52% | 3.54%-8.1pp | 735.21%-739.7pp | -9.96%+5.4pp |
| Employer contribution / active EE | $1,603 | $2,169-26.1% | $5,298-69.7% | $2,111-24.1% |
| Participant deferral / active EE | $1,694 | $2,392-29.2% | $5,081-66.6% | $3,350-49.4% |
| Admin fee / account holder | $93 | $438-78.7% | $13,411-99.3% | $521-82.1% |